Ability to link 2 contacts at once to an activity, task, etc...
When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.
27
votes
Callie
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!